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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-03-03 |
| NH | RA | APPROVED | 2021-07-12 |
| ME | RA | APPROVED | 2021-07-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aileen Dugan Insurance Agency | Portsmouth | NH | 09/1992 | Present |
| State Farm Vp Management Corp | Portsmouth | NH | 06/2015 | Present |
| State Farm Investment Management Corp | Portsmouth | NH | 08/2018 | 06/2019 |
| State Farm Investment Management Corp. | Portsmouth | NH | 07/2021 | Present |
1) HAYMARKET SQUARE LLC; NON-INVESTMENT-RELATED; 93 MIDDLE STRET, PORTSMOUTH, NH 03801; 12/2003; REAL ESTATE; 50% PARTNER; 3 HRS/MO, 0 DURING TRADING HOURS; LENDING/BORROWING ACTIVITIES, CONTROL OF CHECKBOOK, PAY BILLS, MAKE DEPOSITS, CHECK SIGNATORY AUTHORITY. 2) Aileen Dugan's Insurance Agency; Insurance Agency; Investment-related; 93 Middle St Portsmouth, NH 03801-4382; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/1990; 80; 80; Service customers and supervise employees 3) Rotary Club of Portsmouth NH; non-investment-related; PO Box 905 Portsmouth NH 03802; Public Service; Director (includes sitting on Board of Directors); None; 02/06/2023; 4; 3; helping non-profit organization raise funds for the charitable endowment of Rotary International, make deposits in the checking account
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-05 |
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